Danielle Basilone
Investment Adviser Representative at PALM Wealth Partners
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Danielle Basilone is an investment adviser representative with PALM Wealth Partners in Boca Raton, FL, where they have been registered since 2024. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Eaton Financial Group and Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- AXA Advisors, LLCDec 2009 – Jun 2020New York, NY
- Equitable Advisors, LLCDec 2009 – Oct 2022New York, NY
- Eaton Financial Holdings Company, LLCOct 2022 – Jun 2024Coral Springs, FL
- EquitableApr 2010 – Oct 2022Boca Raton, FL
- PALM Wealth PartnersJun 2024 – no end date reportedBoca Raton, FL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PALM Wealth Partners
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Other
- Estimated blended rate
- 0.0125
- $0 to $1,000,0001.25%
- $1,000,001 to $2,000,0001.10%
- $2,000,001 to $3,000,0001.00%
- $3,000,001 to $4,000,0000.90%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Boca Raton, FL
- SEC file number:
- 801-131285
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at PALM Wealth Partners
8 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Basilone has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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